Wealth Advisor

3 weeks ago

Toronto, Canada Alterna Full time

**Scope of the Position**

The Wealth Advisor (WA) is a multi-faceted role with the primary focus being asset acquisition and relationship management. The WA will work within a set of assigned branches, providing investors with professional advice and guidance while contributing to the overall branch portfolio. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed bankers and branch staff.

**Major Responsibilities**
- ** **Grow a portfolio of wealth clients, driving net sales targets through existing member asset consolidation activities and through acquisition of new members.
- Manage a profitable portfolio of client relationships ensuring members have full service banking solutions, through referrals, in partnership with the branches.
- Utilize various tools and software to analyze and identify the needs of the referred members/clients and develop recommendations.
- Proactively build strong working partnerships with branch teams to facilitate introductions from retail branch staff to existing members/clients with wealth needs and act as a conduit for IIROC referrals.
- Become an integral member of branch sales teams and create value for the branch partners by conducting regular information sessions/seminars.

**Please note that this position will require regular travel between assigned territory branches and to meet at offsite locations with members/clients as necessary.

**Qualifications**:

- Canadian Securities Course (CSC) or mutual funds license
- Have or working towards Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
- Must have superior knowledge of the investment industry and products
- Minimum 5 years’ experience in financial planning/investment sales
- Bilingual (English/ French) preferred
- Strong familiarity with financial planning tools/software
- Post-secondary diploma/degree, ideally in Commerce or Business Administration will be considered an asset
- Proven networking, relationship building and client acquisition skills
- Outstanding communication and presentation skills
- Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business)
- Ability to work under mínimal supervision
- Commitment to continuous learning (CE credits)

**Compensation**

Wealth Advisor compensation program is comprised of base salary plus commission.

At Alterna, we offer a competitive total rewards program and an opportunity to truly make a difference.

If you put people first and value excellence and integrity, we hope you'll apply

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years, and based on assets under management, is one of Canada's Top 10 credit unions (CCUA, 2021). Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Together, we have $10 billion in assets under management.

As the first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares its expertise with more than 185,000 members through a network of over 30 branches across Ontario, that includes partner Peterborough Community Savings; as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the All point Network in the US.

**Working at Alterna**

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 110 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for six years running.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.

  • Associate Wealth Planner

    2 months ago

    Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Mastering the Art of Wealth Management Through Innovative Engineering

    4 days ago

    Toronto, Ontario, Canada Super Advisor Full time

    Company Overview: At Super Advisor, we are revolutionizing the future of wealth management by harnessing the power of cutting-edge technology. Our High-Velocity Engineering Team is comprised of exceptional engineers who are shaping the industry with their expertise.Job Description: As a Front-End Specialist or Full-Stack Engineer on our team, you will be...

  • Optimize Wealth Management | Branch Administrator

    4 days ago

    toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management, located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth...

  • Optimize Wealth Management | Branch Administrator

    7 days ago

    toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management, located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth...

  • Manager, Advisor Success

    6 days ago

    Toronto, Canada Purpose Advisor Solutions Full time

    Company Description **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose...

  • Wealth Advisor

    8 months ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    7 months ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    4 days ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Insurance Advisor

    4 days ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    At Optimize Wealth Management, we are seeking a highly skilled Insurance Advisor to join our team. As a key member of our advisory services team, you will play a crucial role in providing exceptional support to our clients.About the RoleThe ideal candidate will possess a strong understanding of insurance products and policies, with a focus on delivering...

  • Wealth and Retirement Advisor

    2 months ago

    Toronto, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...

  • Advisor Assistant

    1 day ago

    Toronto, Canada Alterna Full time

    **Scope of Position** Under the direction of the Team Lead, Wealth Management Operations - Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...

  • Wealth Advisor Administrative Assistant

    2 weeks ago

    Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Wealth Adv**isor Administrative Assistant** **Job Purpose & Summary** The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative...

  • Wealth and Retirement Advisor

    2 weeks ago

    Toronto, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Wealth and Retirement Advisor

    7 months ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Wealth Advisor

    1 week ago

    Toronto, Canada Alterna Full time

    **Scope of the Position** The Wealth Advisor (WA) is a multi-faceted role with the primary focus being asset acquisition and relationship management. The WA will work within a set of assigned branches, providing investors with professional advice and guidance while contributing to the overall branch portfolio. As a senior wealth representative, the WA will...

  • Advisor Experience Manager

    2 weeks ago

    Toronto, Canada Purpose Advisor Solutions Full time

    Company Description**_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...

  • Advisor Experience Manager

    2 weeks ago

    Toronto, Canada Purpose Advisor Solutions Full time

    Company Description **_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...

  • Insurance Advisor

    1 day ago

    Toronto, Canada Nicola Wealth Full time

    **Position Summary**: Are you a proactive, results oriented insurance advisor motivated to accelerate your practice by joining a growing company that saves physicians money on their insurance? Are you committed to building lasting relationships, delivering superior client service and learning from an experienced leader and team? As an Insurance Advisor with...

  • Advisor Onboarding Coordinator

    2 weeks ago

    Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Bilingual HR Advisor

    4 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso**: **The Opportunity**: We are looking for a Bilingual HR Advisor to join our People and Culture team. Reporting to the Senior Human Resources Business Partner, the Bilingual HR Advisor will initially be assigned to a project that will involve a large volume of administrative and documentation work. After project completion, this role will be...